role of the contract evaluation unit (ceu) dbe certification and coding program changes q&a

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Contract Evaluation: An Overview Presenter: Mario Solis, Manager, Contract Evaluation Unit

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Page 1: Role of the Contract Evaluation Unit (CEU)  DBE certification and coding  Program changes  Q&A

Contract Evaluation: An Overview

Presenter: Mario Solis, Manager, Contract Evaluation Unit

Page 2: Role of the Contract Evaluation Unit (CEU)  DBE certification and coding  Program changes  Q&A

Today’s Program

Role of the Contract Evaluation Unit (CEU)

DBE certification and coding

Program changes

Q&A

Page 3: Role of the Contract Evaluation Unit (CEU)  DBE certification and coding  Program changes  Q&A

Where do contracts come from?

Division of Procurement and Contracts (DPAC): service contracts, architectural and engineering contracts, minor public works contracts (under $250,000), and all emergency force account contracts for phase one emergencies that immediately restore services

Division of Engineering Services (Office Engineer): contracts greater than $250,000 and long term emergency contracts

Page 4: Role of the Contract Evaluation Unit (CEU)  DBE certification and coding  Program changes  Q&A

Contract Evaluation Unit

Goal achievement: DBE, DVBE, and SB participation

Commercially Useful Function (CUF)DBE: 49 Code of Federal Regulations, Part 26.55DVBE: Military and Veterans Code, Section 999SB: California Government Code, Section 14837

Certification status and codes

Page 5: Role of the Contract Evaluation Unit (CEU)  DBE certification and coding  Program changes  Q&A

Contract Evaluation Unit cont.

Good Faith Efforts

Determination

Reconsideration, if applicable

Page 6: Role of the Contract Evaluation Unit (CEU)  DBE certification and coding  Program changes  Q&A

A&E Contracts and DBE Requirements

Form ADM-0227F-A&E

Column 4

Column 5

Page 7: Role of the Contract Evaluation Unit (CEU)  DBE certification and coding  Program changes  Q&A

A&E Contracts and DBE Requirements

Form ADM-0227F-A&E, Column 4:

“Enter a description that briefly captures the work to be performed or supplies to be provided by each corresponding DBE/UDBE firm listed in Column 1.”

Form ADM-0227F-A&E, Column 5:

“If the service will require Engineering Judgement, enter ‘Y’ or ‘Yes.’ If the service will not require Engineering Judgement, enter ‘N’ or ‘NO.’”

Page 8: Role of the Contract Evaluation Unit (CEU)  DBE certification and coding  Program changes  Q&A

A&E Contracts and DBE Requirements

Form ADM-0312F

“Bidder/Proposer is strongly encouraged to submit the ADM-0312F to protect the bidder’s/proposer’s eligibility if Caltrans determines the bidder/proposer failed to meet the UDBE goal.”

Page 9: Role of the Contract Evaluation Unit (CEU)  DBE certification and coding  Program changes  Q&A

Licensing (if required): must be held by a socially and economically disadvantaged individual

Coding: must be approved prior to bid opening

A&E Contracts and DBE Requirements

Page 10: Role of the Contract Evaluation Unit (CEU)  DBE certification and coding  Program changes  Q&A

What’s new in the CEU?

Termination of Caltrans’ DBE program waiver

Page 11: Role of the Contract Evaluation Unit (CEU)  DBE certification and coding  Program changes  Q&A

End of DBE Program Waiver

Effective date for Caltrans: June 15, 2012

No more UDBEs or UDBE goals

Anticipated outcomes: increased competition, more new DBE certification applications, impact on goal setting

Page 12: Role of the Contract Evaluation Unit (CEU)  DBE certification and coding  Program changes  Q&A

In the queue…

Expanded code descriptions

CUF Guide

DBE Outreach Guide

Page 13: Role of the Contract Evaluation Unit (CEU)  DBE certification and coding  Program changes  Q&A

Questions?

Page 14: Role of the Contract Evaluation Unit (CEU)  DBE certification and coding  Program changes  Q&A

Contact Information

Office of Business and Economic OpportunityContract Evaluation UnitPhone: (916) 324-1700E-mail: [email protected] the web: http://www.dot.ca.gov/hq/bep/

Division of Procurement and ContractsA&E OfficePhone: (916) 227-6000On the web: http://caltrans-opac.ca.gov/aeinfo.htm